Zapier is a workflow automation tool that enables you to integrate various applications and automate tasks seamlessly. By building workflows, you can define triggers and actions, determine where data should flow, and specify what actions it should perform.
Although there isn't a dedicated Beauhurst Zapier app, you can use the Beauhurst API to incorporate Beauhurst data into your workflows and streamline your processes. Here are some examples of what you can achieve:
Receive a Slack notification whenever a new company is added to your collection.
Enrich newly created records in Pipedrive with consistent company data.
Automatically add a summary of a company’s activities to your new business meetings.
In this guide, we'll walk you through setting up the first example: receiving Slack notifications for new companies added to your collection.
You will need access to the Beauhurst API to set this up. If you do not have access, please get in touch with your Account Manager.
A new company has been added to your collection Slack notification
Step 1: Create a New Zap
Log in to Zapier and click "Create Zap".
For the Trigger step:
App: Select Webhooks by Zapier.
Trigger Event: Choose Retrieve Poll.
Click Continue.
Step 2: Configure the Trigger
In the Configure section, provide the following details:
URL: https://platform.beauhurst.com/_api/v1/companies/search?limit=100&collection_id=<enter your collection ID here>
To locate your collection ID, navigate to your collection page on the Beauhurst platform. The collection ID is the 6-character code in the URL, e.g., in https://platform.beauhurst.com/collection/8jnaai/, 8jnaai is the collection ID.
Key: Enter results
Deduplication Key: Enter id
2. In the Headers section you will need to add the authentication
Add a header named Authorization
For the value enter: apikey <your API key>
To find your API key head to the API settings page on the platform
If you don't have an API key get in contact with your Account Manager
Continue to the Test step
Step 3: Test the Trigger
You can now test the trigger. This should return the Beauhurst ID of one of the companies in your collection.
Step 4: GET Request
Add an action section to your Zap
App: Select Webhooks by Zapier.
Action Event: Choose GET.
Click Continue.
Step 5: Configure the GET Action
In the Configure section, provide the following details:
Click the '+' button and select the ID value from the Retrieve Poll
Then you can add what data points you want this to return.
Add: &includes=<name of data point>
For a full list of data points available through the Companies API head to the API documentation.
The following example includes the company name, description, industries, signals, Beauhurst URL, website and total amount they have fundraised.
Leave the other settings as the default
2. In the Headers section you will need to add the authentication the same as the trigger step:
Add a header named Authorization
For the value enter: apikey <your API key>
To find your API key head to the API settings page on the platform
If you don't have an API key get in contact with your Account Manager
Continue to the Test step
Step 6: Test the GET Action
Test this action step out and it should return data on a company and populating the data points you have selected.
Step 7: Create the Slack event
Add a new step to your flow and choose Slack app
Choose the action event you want, for this example we are going to choose the send direct message option but you could also send this to a channel.
Connect your Slack account
2. In the Configure section, first choose the usernames of who you want this message to be sent to.
You can then write the message that you want to come across to Slack. Use the formatting options here to choose how the message is written.
Select the fields from the API using the '+' button and choose the option from 'GET in Webhooks'. In the example below we have included the company name, description, industries, fundraising total and links to the page on Beauhurst and the company website.
Choose a name for your bot and any other settings you want to change.
Test it out and it should send a message to your Slack account.
You can customise this further to suit your needs including formatting the number fields to come through as a currency and formatting the dates to be in a DD/MM/YYYY structure. This is done through adding Formatter steps before the Slack event to ensure the data comes through in a readable way.
This is a simple workflow that can be customised to suit your specific needs. The trigger could be an event in one of your tools, such as a new record being added to your CRM, while the subsequent actions can involve sending this data wherever it's needed. Feel free to experiment with different triggers and actions to create workflows that best fit your business needs.